HCA
Heck Capital Advisors’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-184
| Closed | -$5.68K | – | 252 |
|
|
2025
Q1 | $5.68K | Hold |
184
| – | – | ﹤0.01% | 218 |
|
|
2024
Q4 | $5.61K | Buy |
+184
| New | +$5.61K | ﹤0.01% | 230 |
|
|
2023
Q4 | – | Sell |
-101,258
| Closed | -$2.7M | – | 206 |
|
|
2023
Q3 | $2.7M | Sell |
101,258
-739
| -0.7% | -$19.7K | 0.5% | 51 |
|
|
2023
Q2 | $2.85M | Buy |
101,997
+3,589
| +4% | +$100K | 0.49% | 49 |
|
|
2023
Q1 | $2.74M | Buy |
98,408
+1,325
| +1% | +$36.9K | 0.53% | 45 |
|
|
2022
Q4 | $2.59M | Buy |
97,083
+1,927
| +2% | +$51.4K | 0.5% | 46 |
|
|
2022
Q3 | $2.34M | Sell |
95,156
-95,375
| -50% | -$2.35M | 0.48% | 45 |
|
|
2022
Q2 | $5.46M | Sell |
190,531
-9,024
| -5% | -$259K | 1.1% | 30 |
|
|
2022
Q1 | $6.52M | Buy |
199,555
+90,174
| +82% | +$2.95M | 1.18% | 25 |
|
|
2021
Q4 | $4.03M | Sell |
109,381
-3,072
| -3% | -$113K | 0.73% | 31 |
|
|
2021
Q3 | $4.2M | Sell |
112,453
-41,555
| -27% | -$1.55M | 0.84% | 30 |
|
|
2021
Q2 | $6.48M | Buy |
+154,008
| New | +$6.48M | 1.29% | 17 |
|